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Portfolio (Quarterly) Guide ↗

Tactive Advisors, LLC

· CIK 0002002409
13F Portfolio $406M AUM 282 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 50 New 131 Added 81 Reduced 36 Exited
Page 11 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PFFA ETFIS SER TR I 16,766.0 $345K 0.09% +1K +7.3% $20.57 +2.3%
202 EWU ISHARES TR 7,338.0 $339K 0.08% +400.0 +5.8% $46.14 +4.4%
203 PATK PATRICK INDS INC Consumer Cyclical 3,765.0 $338K 0.08% NEW $89.78 -5.6%
204 DIA STATE STR SPDR DOW JONES IND Financial Services 642.0 $335K 0.08% -25.0 -3.8% $522.35 +2.3%
205 SOXX ISHARES TR 520.0 $333K 0.08% NEW $641.29 -12.8%
206 VEMY VIRTUS ETF TR II 11,447.0 $330K 0.08% +857.0 +8.1% $28.83 -0.7%
207 URI UNITED RENTALS INC Industrials 288.0 $326K 0.08% $1132.89 +2.8%
208 BRLN BLACKROCK ETF TRUST II 6,296.0 $320K 0.08% +310.0 +5.2% $50.90 -0.1%
209 PWR QUANTA SVCS INC Industrials 445.0 $320K 0.08% NEW $720.04 +0.3%
210 FRDM EA SERIES TRUST 4,373.0 $319K 0.08% +505.0 +13.1% $72.90 -5.3%
211 GVI ISHARES TR 3,003.0 $319K 0.08% -843.0 -21.9% $106.09 -0.7%
212 COTY COTY INC Consumer Defensive 145,008.0 $313K 0.08% +28K +23.7% $2.16 +23.6%
213 OKE ONEOK INC NEW Energy 3,500.0 $304K 0.07% -1K -22.2% $86.94 +9.6%
214 KMPR KEMPER CORP Financial Services 11,207.0 $302K 0.07% NEW $26.96 -2.8%
215 CRWD CROWDSTRIKE HLDGS INC Technology 389.0 $297K 0.07% NEW $190.78 +12.1%
216 RIET ETF SER SOLUTIONS 29,572.0 $288K 0.07% +1K +3.7% $9.75 -2.6%
217 INSP INSPIRE MED SYS INC Healthcare 6,430.0 $287K 0.07% NEW $44.61 +28.3%
218 ADEA ADEIA INC Technology 8,686.0 $286K 0.07% NEW $32.93 -9.9%
219 MBB ISHARES TR 2,978.0 $281K 0.07% -1K -28.8% $94.50 -1.5%
220 HODL VANECK BITCOIN ETF 16,628.0 $276K 0.07% NEW $16.61 +9.3%
Page 11 of 15  ·  282 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.5%
Financial Services 23.9%
Industrials 18.4%
Communication Services 6.7%
Consumer Cyclical 6.7%
Energy 2.8%
Healthcare 2.3%
Basic Materials 1.3%
Utilities 1.1%
Consumer Defensive 1.0%